Trust Company of Oklahoma’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Trust Company of Oklahoma’s Portfolio SPLV Stock Details SPLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$406K	Buy	5,425 +185	+4%	+$13.6K	0.1%	103
2026 Q1	$383K	Sell	5,240 -868	-14%	-$64.3K	0.11%	106
2025 Q4	$436K	Hold	6,108	–	–	0.13%	97
2025 Q3	$449K	Buy	6,108 +591	+11%	+$43.2K	0.13%	96
2025 Q2	$402K	Sell	5,517 -2,831	-34%	-$205K	0.13%	98
2025 Q1	$624K	Sell	8,348 -276	-3%	-$19.9K	0.22%	74
2024 Q4	$604K	Hold	8,624	–	–	0.19%	82
2024 Q3	$619K	Hold	8,624	–	–	0.2%	81
2024 Q2	$560K	Hold	8,624	–	–	0.2%	86
2024 Q1	$568K	Buy	8,624 +4,440	+106%	+$283K	0.2%	85
2023 Q4	$262K	Sell	4,184 -2,760	-40%	-$166K	0.1%	125
2023 Q3	$408K	Buy	6,944 +3,513	+102%	+$217K	0.16%	101
2023 Q2	$216K	Buy	+3,431	New	+$215K	0.08%	141

Other funds holding SPLV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PPA

Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company of Oklahoma's SPLV Position: Q2 2026 in Review

Trust Company of Oklahoma increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.5% in Q2 2026, buying an estimated $13.6K and bringing the position to 5,425 shares worth $406K. The position accounts for 0.1% of the portfolio, ranked #103.

Trust Company of Oklahoma first reported a position in SPLV in Q2 2023 and has held it in 13 quarters since. The position peaked at $624K in Q1 2025. 311 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Trust Company of Oklahoma held 5,425 shares of Invesco S&P 500 Low Volatility ETF worth $406K as of Q2 2026.
Trust Company of Oklahoma bought 185 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $13.6K.
Invesco S&P 500 Low Volatility ETF made up 0.1% of Trust Company of Oklahoma's portfolio in Q2 2026, its #103 holding.
Trust Company of Oklahoma first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and has held it in 13 quarters since.
Trust Company of Oklahoma's Invesco S&P 500 Low Volatility ETF position peaked at $624K in Q1 2025.
311 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Trust Company of Oklahoma's 13F filing for Q2 2026, filed 14 Jul 2026.